Jennifer Draheim is a financial advisor at OSAIC with 26 years of industry experience. She holds the Series 66 and Series 63 licenses and has worked at Advisor Group prior to joining OSAIC. OSAIC serves a wide range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to construct diversified portfolios managed on discretionary or non-discretionary bases.

Richard John III is a financial advisor at Vanguard Advisers with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked with Vanguard Advisers and affiliated Vanguard entities since 2017. He serves as a board member and finance committee participant for the nonprofit Friends of the Phoenix Public Library. Vanguard Advisers offers automated and human-supported investment advice to retail investors and retirement plan participants, utilizing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm stands out for its scale and digital delivery model, managing hundreds of thousands of client relationships through more than 2,200 advisors.

Linda Reidenbach is a Series 66 licensed financial advisor with Thrivent Investment Management in Scottsdale, AZ, where she has worked since 2013 and with Thrivent Financial since 2014. She has 12 years of industry experience. Outside of her advisory role, Reidenbach serves as a board member of Childsplay, a nonprofit professional theatre company focused on educational programs for young audiences in Arizona. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses covering a range of financial planning topics, without discretionary trading authority, and allows clients to combine planning with managed-account programs under a consolidated billing option.

Sean Riley is a financial advisor at Ameriprise with 28 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018, previously working at Wells Fargo Advisors from 2009 to 2018. Outside of advisory work, he is involved in several business ventures, including a holding company for a patented product and a partnership related to bakery distribution. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing retirement-income planning advice.

Andrew Peick is a financial advisor with Osaic, holding a Series 66 designation and five years of industry experience. He previously worked at Advisor Group, Inc. and has a long history in the food service industry with Old World Pizza/Bryde. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with a focus on asset allocation tools, risk assessment, and portfolio management across various asset classes.

Justin Brown is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2018 and has worked at Wells Fargo Bank NA since 2015. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options for discretionary plan-level investment management and a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Logan Adam is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at LPL Financial LLC and JK Financial. Outside of his advisory role, he is involved with Future Financial, LLC, a business related to LPL activities. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and third-party managers to provide advisory and brokerage solutions.

Zachary Sanders is a financial advisor with Vanguard Advisers based in Scottsdale, AZ. He holds the Series 66 designation and has two years of industry experience. Prior to joining Vanguard, he was self-employed and has worked in various roles including marketing and services related to The Vanguard Group. Outside of his advisory work, he produces fitness vlogs as a social media influencer. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to design personalized portfolios predominantly composed of Vanguard funds and ETFs.

Kevin Hostert is a CFP® with 11 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. Prior to joining LPL, he worked at Kestra Advisory Services, LLC and KESTRA Investment Services, LLC from 2016 to 2023 and Aspen Wealth from 2014 to 2023. He is involved in estate and trust services through Watermark Wealth Planning. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with discretionary and non-discretionary management, supported by in-house research and third-party resources.

Emily Moore is a financial advisor with Wells Fargo Clearing in Gilbert, AZ, holding Series 63 and Series 66 designations and six years of industry experience. She has been with Wells Fargo Clearing since 2019 and previously worked at Wells Fargo Bank, NA, and Walmart. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings, differentiating it from many large institutional advisers.

Hunter Shulman is a financial advisor at Morgan Stanley in Scottsdale, AZ, holding a Series 66 credential with approximately one year of industry experience. Prior to joining Morgan Stanley, he worked at Key Wealth Management, The Wolff Company, and CapTrust. Outside of his financial career, he has been involved with the Arizona Cardinals Football Club for three years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques.

Teresa Maniere is a financial advisor with Wells Fargo Advisors in Scottsdale, AZ, holding the Series 63 designation and bringing 32 years of industry experience. Her career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to her current position which she began in 2023. She serves as a trustee of her mother's trust as an outside activity. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu with specialized services and uses proprietary research and planning tools to develop tailored recommendations for clients.

Deborah Friedman is a financial advisor at OSAIC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Securities America Advisors and TD Ameritrade prior to joining OSAIC. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, financial planning, and managed portfolio solutions using a variety of asset-allocation tools and third-party platforms.

Jordan Hayes is a financial advisor at Vanguard Advisers with one year of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Charles Schwab and Discover Financial Services. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans through its digital and personal advisor services. The firm employs a goal-based, algorithm-driven investment approach that utilizes proprietary methodologies and predominantly Vanguard funds and ETFs.

Sheila Gentile is a financial advisor at OSAIC with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Prudential Insurance Company of America, Pruco Securities, Royal Alliance, and Foresters Financial Services. Outside of her advisory work, she sells items on the Poshmark platform. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Michael Cavaleri is a CFA® charterholder and holds the Series 66 designation. He has 12 years of industry experience and has worked with Cambridge Investment Research Advisors since 2014. He is also the managing member of Cavaleri Consulting LLC and has been involved with R.J. MAW Consulting since 2014. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a network of independent Financial Professionals, utilizing a range of discretionary and non-discretionary investment solutions.

Pia Groennemose is a financial advisor at Raymond James Financial in Scottsdale, AZ, holding a Series 66 designation with one year of industry experience. Prior to joining Raymond James in 2025, she worked at Northwestern Mutual Investment Services LLC and Creighton Hardy. She is also associated with Fortitude Wealth Management and Larsen Wealth Management as a wealth advisor. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary advisory services, including a dedicated SIMPLE IRA Employer Advisory & Consulting Services program for small businesses.

Jill Sadler is a financial advisor at OSAIC with 25 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at SagePoint Financial since 2015. She holds an individual Ohio insurance license but is not actively selling insurance. OSAIC serves a broad range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diversified portfolios that may include various investment vehicles on both discretionary and non-discretionary bases.

Matthew Radvansky is a CFP® with 28 years of industry experience, currently serving at Vanguard Advisers since 1998. Based in Scottsdale, AZ, he has spent his entire career with The Vanguard Group. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. Its investment approach is goal-based and algorithm-driven, utilizing proprietary models to create personalized, largely Vanguard fund-based portfolios with tax-aware and customization features.

Alexander Lim is a financial advisor with Vanguard Advisers based in Scottsdale, AZ. He holds a Series 66 designation and has one year of industry experience. Prior to joining Vanguard Advisers, he worked at several firms, including Verticalmove Inc. and JFQ Lending. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, primarily serving retail investors and retirement plan participants. The firm uses a goal-based, algorithm-driven investment approach with portfolios constructed largely from Vanguard funds and ETFs.